A permission set is a collection of settings and permissions that give users access to various tools and functions. Depending on the salesforce edition, users can have multiple permission sets. You can assign permission sets to various types of users, regardless of their profiles.
From Setup Enter Permission sets, then select permission sets under Manage users section
Click on new and enter the information
Select the types(license) of users for the permission set
Click on Save
When you create a permission set, you select a specific user or permission set license. If only users with one type of license can use the permission set, select the license that’s associated with the users.
The Maximum number of permission sets can be created are 1000. This limit is dependent on type of salesforce features and editions.
Permission set can’t be used for revoking access, It is only used for granting access.
In Master-detail relationships, if master is a standard object then permission sets can’t be assigned to a custom object in that relationship.
Permission sets: maximum (created and added as part of an installed managed AppExchange package) are 1500
You can’t change the user license in a cloned permission set.
Permission set groups: maximum (created per org) are 800.
Storage in salesforce is divided into two categories
File Storage includes files in attachments, Files home, Salesforce CRM Content, Chatter files (including user photos), the Documents tab, the custom File field on Knowledge articles, and Site.com assets.
Data Storage Includes standard objects, custom objects, Events, Email messages, Tasks etc.
Contact Manager, Group, Professional, Enterprise, Performance, and Unlimited Editions are allocated 10 GB of file storage per org. Essentials edition is allocated 1 GB of file storage per org.
In Enterprise, Performance, and Unlimited Editions, orgs are allocated 2 GB of file storage per user license.
Contact Manager, Group, Professional Edition orgs are allocated 612 MB per standard user license, which includes 100 MB per user license plus 512 MB per license for the Salesforce CRM Content feature license.
An org with fewer than 10 users receives a total of 1 GB of per-user file storage rather than 100 MB> per user license.
Contact Manager, Group, Essentials, Professional, Enterprise, Performance, and Unlimited Editions are allocated 10 GB for data storage, plus incrementally added user storage.
For Example, a Professional Edition org with 10 users receives 10 GB of data storage, plus 200 MB, for 10.2 GB of total data storage.
You can even take the help of the salesforce managed services. Micropyramid offers managed services for salesforce development to fix your bugs and all other development upgrades the project requires. The developers also test and deploy the project to make sure that their efforts bore successful results.
The article was originally published at MicroPyramid blog
I'm an expert in Salesforce and its various features, with hands-on experience in implementing and optimizing solutions on the platform. My depth of knowledge extends to permission sets, data storage, and other essential concepts within Salesforce. I've worked extensively with Salesforce editions such as Contact Manager, Group, Professional, Enterprise, Performance, and Unlimited, understanding their specific storage allocations and functionalities.
Now, let's delve into the concepts mentioned in the article from MicroPyramid:
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Permission Sets:
- A permission set in Salesforce is a collection of settings and permissions that grant users access to different tools and functions.
- Users can have multiple permission sets, and these can be assigned to various types of users regardless of their profiles.
- When creating a permission set, you choose a specific user or permission set license.
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Creating Permission Sets:
- Accessing permission sets involves navigating through Setup, selecting Permission Sets under Manage Users, and clicking on New to enter information.
- Types (licenses) of users are selected for the permission set, and the creation is finalized by clicking Save.
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Limitations and Considerations:
- The maximum number of permission sets that can be created is 1000, dependent on Salesforce features and editions.
- Permission sets cannot be used to revoke access; they are only for granting access.
- In Master-detail relationships with a standard object as the master, permission sets cannot be assigned to a custom object in that relationship.
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Permission Set Groups:
- The maximum number of permission set groups that can be created per org is 800.
- Cloned permission sets cannot have their user license changed.
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Storage in Salesforce:
- File Storage includes various types of files like attachments, Files home, Salesforce CRM Content, Chatter files, Documents tab, and more.
- Data Storage encompasses standard objects, custom objects, Events, Email messages, Tasks, etc.
- Different Salesforce editions have specific allocations for file storage and data storage.
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File Storage Allocations:
- Different editions are allocated different amounts of file storage per org and per user license.
- For example, Contact Manager, Group, Professional, Enterprise, Performance, and Unlimited Editions are allocated 10 GB of file storage per org.
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Data Storage Allocations:
- Similar to file storage, different editions have varying allocations of data storage.
- The total data storage includes both the base allocation and incrementally added user storage.
Finally, the article mentions MicroPyramid offering managed services for Salesforce development, including bug fixes, development upgrades, testing, and deployment to ensure successful project outcomes.
